PSF
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Pacific Sun Financial’s JPMorgan Chase JPM Stock Holding History

Pacific Sun Financial’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-33,421
Closed -$3.57M – 160
2017
Q4 		$3.57M Buy
+33,421
New +$3.38M 1.96% 13

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pacific Sun Financial's JPM Position: Q1 2018 in Review

Pacific Sun Financial sold out of JPMorgan Chase (JPM) in Q1 2018, closing a stake of 33,421 shares — an estimated $3.57M sold.

Pacific Sun Financial first reported a position in JPM in Q4 2017 and held it in 1 quarter. The position peaked at $3.57M in Q4 2017. 2,447 funds tracked by Wall St. Rank hold JPM as of Q1 2018.

  • Pacific Sun Financial reported no remaining JPMorgan Chase position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 33,421 JPMorgan Chase shares in Q1 2018, an estimated $3.57M.
  • Pacific Sun Financial first reported a position in JPMorgan Chase in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's JPMorgan Chase position peaked at $3.57M in Q4 2017.
  • 2,447 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.